Parvin Asset Management, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$125.9M

Holdings

310

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (310 positions)

#StockSharesValue% PortfolioType
101
CFCF INDS HLDGS INC
4,005$309K0.25%
102
MMM3M CO
1,925$308K0.24%
103
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS
22,650$299K0.24%
104
TJXTJX COS INC NEW
1,940$298K0.24%
105
PHYS/USPROTT PHYSICAL GOLD ETV
9,048$298K0.24%
106
CATCaterpillar Inc
500$286K0.23%
107
LINLINDE PLC F
667$284K0.23%
108
CMECME GROUP INC CLASS A
975$266K0.21%
109
KTOSKRATOS DEFENSE & SEC SOL
3,500$265K0.21%
110
MDLZMONDELEZ INTL INC CLASS A
4,910$264K0.21%
111
DXCDXC TECHNOLOGY CO
17,950$262K0.21%
112
6RJ0ROCKET LAB USA INC
3,525$245K0.19%
113
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
3,744$244K0.19%
114
GPCGENUINE PARTS CO
1,980$243K0.19%
115
HONHONEYWELL INTL INC
1,230$239K0.19%
116
HYHYSTER YALE INC CLASS A
8,045$239K0.19%
117
MCDMCDONALDS CORP
775$236K0.19%
118
TSLATESLA INC
495$222K0.18%
119
8CWCROWN CASTLE INC
2,475$219K0.17%
120
CALMCAL MAINE FOODS INC
2,715$216K0.17%
121
HSYHERSHEY CO
1,175$213K0.17%
122
MCYMERCURY GEN CORP NEW
2,240$210K0.17%
123
EXREXTRA SPACE STORAGE INC
1,581$205K0.16%
124
IWXiShares
2,197$201K0.16%
125
BGBUNGE GLOBAL SA F
2,100$187K0.15%
126
PRGOPERRIGO CO PLC F
13,125$182K0.14%
127
MOALTRIA GROUP INC
3,065$176K0.14%
128
EMREMERSON ELEC CO
1,320$175K0.14%
129
PTACohen & Steers
9,000$173K0.14%
130
BCEBCE INC F
7,200$171K0.14%
131
AGCOAGCO CORP DEL
1,635$170K0.14%
132
EBAEBAY INC
1,950$169K0.13%
133
ETNEATON CORP PLC F
530$168K0.13%
134
PSLV/USPROTT PHYSICAL SILVER E
6,913$163K0.13%
135
DHRDanaher Corp
700$160K0.13%
136
GOOGALPHABET INC CLASS C
490$153K0.12%
137
LMNRLIMONEIRA CO
12,050$152K0.12%
138
VALEVALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
11,375$148K0.12%
139
KHCKRAFT HEINZ CO
6,040$146K0.12%
140
PBRPETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
12,325$146K0.12%
141
GOOGLALPHABET INC CLASS A
460$143K0.11%
142
FLOFLOWERS FOODS INC
12,975$141K0.11%
143
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
450$136K0.11%
144
TELTE CONNECTIVITY PLC F
585$133K0.11%
145
KMIKINDER MORGAN INC DEL
4,850$133K0.11%
146
FPIFARMLAND PARTNERS INC
13,600$131K0.10%
147
EPDENTERPRISE PRODS PART LP
4,025$129K0.10%
148
DINOHF Sinclair Corp
2,800$129K0.10%
149
RDWREDWIRE CORP
16,675$126K0.10%
150
SAFTSAFETY INS GROUP INC
1,610$125K0.10%
151
DCODUCOMMUN INC DEL
1,230$117K0.09%
152
EQNREQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
4,975$117K0.09%
153
CARRCARRIER GLOBAL CORP
2,225$117K0.09%
154
MOG/AMOOG INC CLASS A
462$112K0.09%
155
AFLAflac Inc
1,000$110K0.09%
156
APDAIR PRODS & CHEMS INC
435$107K0.09%
157
PKGPACKAGING CORP AMER
518$106K0.08%
158
TAT&T INC
4,225$104K0.08%
159
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
2,015$102K0.08%
160
HASHASBRO INC
1,220$100K0.08%
161
GLPIGAMING & LEISURE PPTYS I
2,225$99K0.08%
162
W3UWESTERN UN CO
10,650$99K0.08%
163
OTISOTIS WORLDWIDE CORP
1,112$97K0.08%
164
IWSiShares
691$97K0.08%
165
DHSWISDOMTREE
938$95K0.08%
166
PKPARK HOTELS & RESORTS INREIT
9,125$95K0.08%
167
TTELUS CORP F
7,075$93K0.07%
168
PKEPARK AEROSPACE CORP
4,375$93K0.07%
169
NXSTNEXSTAR MEDIA GROUP INC
450$91K0.07%
170
SBUXSTARBUCKS CORP
1,075$90K0.07%
171
TRMBTRIMBLE INC
1,140$89K0.07%
172
MSMMSC INDL DIRECT INC CLASS A
1,050$88K0.07%
173
STMSTMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
3,355$87K0.07%
174
ADSKAUTODESK INC
283$83K0.07%
175
TDYTELEDYNE TECHNOLOGIES IN
160$81K0.06%
176
VIVTELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
6,775$80K0.06%
177
OKEONEOK INC NEW
1,086$79K0.06%
178
FDXFEDEX CORP
275$79K0.06%
179
SPIRSPIRE GLOBAL INC CLASS CLASS A
10,525$78K0.06%
180
DEAEASTERLY GOVT PPTYS INC
3,650$77K0.06%
181
DFASDIMENSIONAL
1,100$76K0.06%
182
PAYXPAYCHEX INC
670$75K0.06%
183
IUSINVESCO
1,305$74K0.06%
184
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
525$72K0.06%
185
DDOMINION ENERGY INC
1,200$70K0.06%
186
FNDFState Street Global Advisors SPDR Trust
1,557$70K0.06%
187
ELLAUDER ESTEE COS INC CLASS A
675$70K0.06%
188
DLODLOCAL LTD FCLASS A
4,900$69K0.05%
189
KOFCOCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS
725$68K0.05%
190
IRON MTN INC NEW
820$68K0.05%
191
PCHPOTLATCHDELTIC CORP
1,700$67K0.05%
192
TKRTIMKEN CO
790$66K0.05%
193
HXLHEXCEL CORP NEW
890$65K0.05%
194
STLDSTEEL DYNAMICS INC
380$64K0.05%
195
CAGCONAGRA BRANDS INC
3,715$64K0.05%
196
AMTAMERICAN TOWER CORP
360$63K0.05%
197
IWPiShares
445$60K0.05%
198
MDYState Street Global Advisors SPDR Trust
100$60K0.05%
199
EXGEATON VANCE TAX ADVANTAG
2,350$59K0.05%
200
BALLBALL CORP
1,100$58K0.05%
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